CSU-led Alma Webinars (from 2016)

Powerpoint (to see the notes section of the ppt, download the file)

Scenarios covered:

I hired a new cataloger. What do I need to do in Alma to get them up and running? (etting up new users and assigning roles)
We are moving a range of books temporarily from the 7th floor to the 8th floor. How can I batch change the location of these items? (creating sets and running jobs)

Follow up on Kevin's question regarding Shibboleth Integration and user logins: The Shibboleth integration should take care of authenticating users for both Alma and Primo. Any additional Identifiers added to the user account would be for internal use only, not for authentication.

The Roles and Registration Configuration page has sample Roles and Privileges reports at the end of the page.

The Managing User Roles page has a table with descriptions of Alma user roles.

Administration - Office Hours

9/23/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Topics covered:

Sarina demonstrated the original "create a list for a librarian analyzing the nursing collection with use stats" scenario.
Error messages when running a set - some job reports have detail, others don't.
Is Spine-o-matic compatibile with Mill/Sierra? (The answer is no) Can we test using Spine-o-matic during the test load?
Can we test APIs during the test load?

Here's a link to more information about printing in Alma, presented at the Fresno meeting in March: Printing in Alma

Resource Management: Indication & Norm Rules

9/28/16

2:30-3:30pm

Christine Ashley, CSU San Marcos

Liz Rallos, CSU San Marcos

Powerpoint (to see the notes section of the ppt, download the file)

Scenario covered:

Globally adding $9LOCAL to a subset of records in order to ensure local notes are retained in records connected to the NZ. (Indication Rules, Normalization Rules)

Resource Management: Copy Cataloging

10/5/16

10-11am

Marcus Jun, CSU Northridge

Luiz Mendes, CSU Northridge

Powerpoint (to see the notes section of the ppt, download the file)

Scenario covered:

Copy cataloging using OCLC Connexion. Starting with a brief record with and without an OCLC number.

Resource Management - Office Hours

10/7/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Office Hours Notes

Topics covered:

What kinds of jobs can be run on sets?
How do you generate a set of active orders?
How can you create a set of items from a set of bib records?
Item statuses vs. Item Process Type
Norm Rules & Processes - creating them in the NZ and the IZ
Creating call numbers and barcodes from the 949 (see more details about this in Marcus Jun's powerpoint on the topic - thanks Marcus!)
Visit Ex Libris' OLH page Working with Normalization Rules for more about Norm Rule syntax and a document with "over 50 Normalization Rule examples" at the bottom of the page

Acquisitions

10/11/16

10-11am

Richard Cotenas, Sacramento State

Stacie Jensen, Sacramento State

Nancy Opsahl, Sacramento State

Nancy's EDI demo (written)

Richard's script

Invoice used for demo

Scenario covered:

I received an invoice from a vendor and need to enter it manually into Alma. (Invoicing)
Nancy walks us through paying an EDI invoice in Alma

Acquisitions - Office Hours

10/21/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Link to workflow used as a "script"

Topic covered:

Ordering a resource
Creating, reviewing and packaging POLs
Creating and reviewing invoices

Links from the session:

Good overview presentation (~30 mins) on creating and reviewing POLs
Ex Libris description of various Acquisition Methods, chosen during POL creation
Ex Libris documentation: packaging POLs into a PO
Ex Libris documentation: Configuring invoice lines that automatically appear when creating an invoice

Fulfillment

10/28/16

1-2pm

Natasha Allen, San Jose State

Rachael-Joy Davis, Sacramento State

Kevin Phillips, Cal State Fullerton

Work Orders and Fines Script

Course Reserves Handout

Work Orders and Fines Powerpoint

Scenarios covered:

Set up a new course in Course Reserves, add reading lists containing personal copies and library copies of materials.
A damaged book is returned by a patron. Assess and collect fines and determine next steps for the damaged item. (Fines/fees, work orders)

Fulfillment - Office Hours

11/4/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Office Hours notes

Topics covered:

Course Reserves (CR) reading list status - what's it used for?
Assigning reading lists
Printing pick slips for CR reading lists
Deleting or making CR records inactive
Reporting what needs to be taken off CR at the end of the year
Migrating specific patron contact info types
Configuring patron payment methods
Pop up patron messages
Personal Proxies
Claims returned process

Fulfillment Troubleshooting 101

11/6/17

11am-12pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Powerpoint (to see the notes section of the ppt, download the file)

Scenarios covered:

I can't check a thing out to a patron
I can't place a request on a thing
Basic troubleshooting steps for fulfillment issues and what to include in a SalesForce case or e-mail to Mallory/Sarina

Electronic Resource Management

11/8/16

11am-12pm

Jennifer Rogers, San Diego State

Tyler Rogers, San Diego State

Jennifer's written documentation

Tyler's Powerpoint

Portfolio upload Spreadsheet

Alma Error Report

Scenario covered:

Creating a local collection from vendor data. The collection does not currently exist in the Community Zone or does not contain adequate bibliographic metadata in the Community Zone. (Adding, updating or removing Portfolio information in bulk from a vendor file)

ERM - Office Hours

11/18/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Sarina and Mallory's office hours notes

Topics covered:

More local collection creation scenarios
Reviewing the error report from the SDSU demonstration

Serials

11/21/16

11am-12pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Mark Braden, CSU Los Angeles

Mallory and Sarina's notes

853 prediction pattern examples

Ex Libris presentation and training on setting up prediction patterns

Scenarios covered:

Review serials workflow: receiving, check in, claiming
Migrating and setting up prediction patterns

Questions asked during webinar (see notes for answers):

How to un-receive?
Can you associate one POL with multiple copies?
How to create other prediction pattern templates?
How to change expected receipt date for individual items that have a prediction pattern?
Can you customize what shows up in your communication to the vendor using the POL button?
Can 891 fields in oclc can auto populate 853 and 863 in Alma?

Analytics

11/29/16

10-11am

Nikki DeMoville, Cal Poly San Luis Obispo

Karen Schlesser, San Jose State

Nikki's notes on ACRL reporting set up

Karen's notes: vendor data and SUSHI set up

Notes - Setting up Collection Counts from Chris Ashley at CSU San Marcos

Scenario covered:

ACRL/IPEDS covers 3 areas where Analytics will be needed: materials expenditures, collection size, and circulation/usage. We will present an example analytics report for each and demonstrate how to edit them to fill other analytics needs.

This session will NOT cover the basics of how to build an analytics report. For tutorials and information on basic analytics functions see:

Analytics - Office Hours

12/7/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office